TPL
Todd P. Lowe Portfolio
Invests via Parthenon LLC | Managed by Todd P. Lowe
Invests via Parthenon LLC
Managed by Todd P. Lowe
Automatically Tracked
Todd P. Lowe Profile
With a diverse career trajectory, Todd P. Lowe has established himself as an influential figure in corporate finance and investment circles. His expertise encompasses operational leadership within various sectors, leveraging his experience to drive strategic growth initiatives and enhance shareholder value. Throughout his professional journey, he has held key positions that involve oversight of significant financial transactions and capital management strategies. This unique blend of executive capability coupled with entrepreneurial insight enables him to navigate complex market landscapes effectively, positioning him as a sought-after collaborator for businesses aiming to scale operations or pursue transformative opportunities.
With a diverse career trajectory, Todd P. Lowe has established himself as an influential figure in corporate finance and investment circles. His expertise encompasses operational leadership within various sectors, leveraging his experience to drive strategic growth initiatives and enhance shareholder value. Throughout his professional journey, he has held key positions that involve oversight of significant financial transactions and capital management strategies. This unique blend of executive capability coupled with entrepreneurial insight enables him to navigate complex market landscapes effectively, positioning him as a sought-after collaborator for businesses aiming to scale operations or pursue transformative opportunities.
Investment Philosophy & Strategy
With an emphasis on operational improvement, Todd P. Lowe adeptly identifies high-potential investment opportunities across various sectors. His approach is deeply informed by hands-on experience in leadership roles and a robust understanding of corporate dynamics. By prioritizing strategic growth initiatives, he seeks to enhance long-term value for stakeholders through thoughtful capital allocation and innovative market solutions. This focus on execution enables him to effectively address competitive pressures while fostering scalable business models that adapt to evolving economic conditions.
With an emphasis on operational improvement, Todd P. Lowe adeptly identifies high-potential investment opportunities across various sectors. His approach is deeply informed by hands-on experience in leadership roles and a robust understanding of corporate dynamics. By prioritizing strategic growth initiatives, he seeks to enhance long-term value for stakeholders through thoughtful capital allocation and innovative market solutions. This focus on execution enables him to effectively address competitive pressures while fostering scalable business models that adapt to evolving economic conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.86%
Gain +0.02%
Monthly
-0.02%
Yearly
-0.24%
Drawdown
14.06%
$985.34M
Equity
Holdings
$985.34M
Investment
$307.3M
-$65.96B
Profit +$5.72M
Realized
-$66.63B
Unrealized
$678.04M
Dividends
$220.1M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.02%
Profit
$5.72M
Win %
89%
This Week
Compared To Last Week
Gain
0.54%
Profit
$5.32M
Win %
89%
This Month
Compared to last month
Gain
1.92%
Profit
$18.59M
Win %
89%
This Year
Compared to last year
Gain
2.49%
Profit
$23.9M
Win %
88%
AMZN Amazon.com Inc
+15.32%
+$78,113.18 
ETN Eaton Corporation plc
+7.32%
+$40,341.75 
GOOG Alphabet Inc
+6.88%
+$2.51M 
GOOGL Alphabet Inc
+6.73%
+$3.4M 
COHR Coherent Corp.
+5.55%
+$63,618.06 
YUMC Yum China Holdings Inc.
+3.68%
+$9,240.84 
TFX Teleflex Incorporated
+3.33%
+$45,996.4 
META Meta Platforms Inc Class A
+3.28%
+$1.19M 
LSTR Landstar System Inc.
+3.21%
+$364,537.62 
MSFT Microsoft Corp.
+3.02%
+$3.1M 
NVDA NVIDIA Corporation
+2.93%
+$22,840.03 
CVX Chevron Corporation
+2.35%
+$52,174.36 
FAST Fastenal Co.
+2.25%
+$553,635.6 
GLW Corning Incorporated
+2.24%
+$693,460.95 
CSCO Cisco Systems, Inc.
+2.14%
+$474,943.5 
JBL Jabil Inc.
+2.12%
+$13,060 
GWW W.W. Grainger, Inc.
+1.97%
+$8,018.99 
CHDN Churchill Downs Incorporated
+1.95%
+$116,972.94 
CRM Salesforce Inc
+1.83%
+$188,024.21 
ORCL Oracle Corporation
+1.81%
+$16,096.08 
CINF Cincinnati Financial Corporation
+1.69%
+$8,849.97 
ZTS Zoetis Inc.
+1.66%
+$11,637.37 
FLEX Flex Ltd.
+1.64%
+$3,680 
BSX Boston Scientific Corporation
+1.59%
+$7,671.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$9,861.12 
GE General Electric Company
+1.42%
+$110,996.97 
COP ConocoPhillips
+1.22%
+$4,054.2 
AMAT Applied Materials, Inc.
+1.18%
+$7,080.02 
MSI Motorola Solutions, Inc.
+1.14%
+$8,099.97 
RBCAA Republic Bancorp, Inc.
+1.12%
+$2,805 
ADP Automatic Data Processing Inc.
+0.98%
+$12,172.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$62,908.16 
RELL Richardson Electronics, Ltd.
+0.88%
+$15,730.56 
SCHW Charles Schwab Corporation
+0.87%
+$120,429.4 
IBM International Business Machines Corporation
+0.86%
+$11,522.91 
GEV GE Vernova Inc.
+0.85%
+$31,012.92 
MCD McDonald's Corporation
+0.82%
+$28,133.73 
EMR Emerson Electric Co.
+0.79%
+$1,906.9 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,137.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,769.42 
VOO Vanguard S&P 500 ETF
+0.71%
+$74,450.95 
CAT Caterpillar Inc.
+0.7%
+$2,268 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,091.84 
IWB iShares Russell 1000 ETF
+0.64%
+$5,108.42 
MO Altria Group, Inc.
+0.57%
+$16,858.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$10,344.08 
STX Seagate Technology Holdings plc
+0.52%
+$8,900.02 
Q Qnity Electronics Inc.
+0.51%
+$863.93 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$38,771.51 
PAYX Paychex Inc.
+0.44%
+$126,483.57 
EBAY eBay Inc.
+0.43%
+$980 
PFE Pfizer Inc.
+0.4%
+$4,496.2 
RTX RTX Corporation
+0.39%
+$2,039.52 
AVGO Broadcom Inc.
+0.37%
+$907.2 
PG Procter & Gamble Co
+0.37%
+$66,999.95 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$254,407.08 
MRK Merck & Co., Inc.
+0.32%
+$61,352.67 
DOV Dover Corporation
+0.27%
+$58,367.89 
JPM JPMorgan Chase & Co.
+0.27%
+$39,341.82 
SO The Southern Company
+0.21%
+$461.4 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$9,659.94 
JNJ Johnson & Johnson
+0.21%
+$63,641.87 
INTU Intuit Inc.
+0.18%
+$726.76 
USB U.S. Bancorp
+0.17%
+$744.8 
T AT&T Inc.
+0.17%
+$736.16 
MS Morgan Stanley
+0.17%
+$360 
CB Chubb Limited
+0.15%
+$544.31 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$390.48 
MMM 3M Company
+0.12%
+$1,608.76 
WM Waste Management, Inc.
+0.1%
+$550 
WMT Walmart Inc.
+0.09%
+$22,541.95 
ABT Abbott Laboratories
+0.09%
+$1,923.66 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$6,339.45 
BF-A Brown-Forman Corporation
+0.03%
+$182 
DIS The Walt Disney Company
+0.03%
+$2,171.43 
CLAR Clarus Corporation
0%
$0 
THRY Thryv Holdings Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$3.11M 
SYK Stryker Corporation
-6.42%
-$837,236.14 
JCTC Jewett-Cameron Trading Ltd.
-5.36%
-$32,557.95 
SMG Scotts Miracle-Gro Co.
-3.85%
-$62,423.05 
ABBV AbbVie Inc.
-2.51%
-$91,971.05 
SJM The J.M. Smucker Company
-2.41%
-$91,886.6 
YUM Yum! Brands, Inc.
-2.37%
-$20,846.88 
UG United-Guardian, Inc.
-2.35%
-$8,608.12 
TPB Turning Point Brands Inc.
-1.84%
-$44,058.06 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,499.65 
LRCX Lam Research Corporation
-1.58%
-$12,102.53 
IAU iShares Gold Trust
-1.46%
-$4,181 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$149,681 
NKE Nike, Inc. - Class B
-1.37%
-$17,571.1 
HSY The Hershey Company
-1.23%
-$48,701.13 
MDLZ Mondelez International, Inc.
-1.22%
-$103,948.73 
F Ford Motor Company
-1.21%
-$2,001.42 
ICLR ICON plc
-1.18%
-$154,159.09 
LOW Lowe's Companies Inc.
-1.08%
-$6,744.18 
MCK McKesson Corporation
-1.08%
-$3,970.32 
KO The Coca-Cola Company
-1.02%
-$52,676.1 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$34,664.22 
EW Edwards Lifesciences Corporation
-0.98%
-$2,147.1 
XOM Exxon Mobil Corporation
-0.97%
-$262,609.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,207.65 
RSSS Research Solutions Inc.
-0.9%
-$7,845.68 
WAT Waters Corporation
-0.79%
-$86,643.93 
CVS CVS Health Corporation
-0.75%
-$88,615.09 
MA Mastercard Incorporated
-0.74%
-$5,282.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$40,490.16 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,526.58 
PM Philip Morris International Inc.
-0.61%
-$34,740.09 
ECL Ecolab Inc.
-0.61%
-$2,024.64 
LLY Eli Lilly and Company
-0.53%
-$24,047.99 
IWM iShares Russell 2000 ETF
-0.47%
-$6,617.74 
PEP PepsiCo, Inc.
-0.46%
-$64,696.96 
VGK Vanguard FTSE Europe ETF
-0.44%
-$8,902.4 
HD The Home Depot, Inc.
-0.42%
-$32,051.08 
AXP American Express Company
-0.38%
-$84,359.09 
MDT Medtronic plc
-0.37%
-$19,136.96 
KVUE Kenvue Inc.
-0.36%
-$4,693.78 
BF-B Brown-Forman Corporation
-0.35%
-$10,503.5 
CL Colgate-Palmolive Company
-0.33%
-$8,245.8 
TFC Truist Financial Corporation
-0.33%
-$1,549.02 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$648.57 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,890.13 
COST Costco Wholesale Corporation
-0.24%
-$2,913.8 
VB Vanguard Small-Cap ETF
-0.22%
-$438.89 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,047.02 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,115.27 
KR Kroger Co.
-0.21%
-$439.68 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$416.24 
BKNG Booking Holdings Inc.
-0.18%
-$32,437.91 
MUB iShares National Muni Bond ETF
-0.11%
-$924 
V Visa Inc. Class A
-0.04%
-$226.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,238.12 Events
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Dividends
Dividend Analysis
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| Trades 7915 | Longs Won 5306/7915 67% | Profit Factor 0.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265.18M |
| Average Win $8.41M | Best Trade (Sep 29) $3.21B | Sharpe Ratio -12.08 |
| Average Loss -$42.38M | Worst Trade (Jun 30) -$12.51B | Z-Score 9.25 (100%) |
| Commissions $0 | Avg. Trade Length 6y 1m 4w 1d | Expectancy -$8.33M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 23 | 21 | 19 | 16 | 14 | 12 | 9 | 7 | 5 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 127,020 | $6.46M | $39.24M | - | $32.78M | 507.65% | -7.354% |
| ABBV AbbVie Inc. | 14,215 | $990,425.7 | $3.57M | - | $2.58M | 260.16% | -2.513% |
| ABT Abbott Laboratories | 21,374 | $777,306.77 | $2.26M | - | $1.48M | 190.65% | +0.085% |
| ADP Automatic Data Processing Inc. | 4,700 | $174,272.44 | $1.25M | - | $1.08M | 618.62% | +0.982% |
| AMAT Applied Materials, Inc. | 1,200 | $219,684 | $609,204.01 | - | $389,520.01 | 177.31% | +1.176% |
| AMZN Amazon.com Inc | 2,165 | $382,695.05 | $587,970.68 | - | $205,275.63 | 53.64% | +15.321% |
| AVGO Broadcom Inc. | 630 | $173,659.5 | $245,246.4 | - | $71,586.9 | 41.22% | +0.371% |
| AXP American Express Company | 66,425 | $6.51M | $22.34M | - | $15.83M | 243.27% | -0.376% |
| BATRK Atlanta Braves Holdings, Inc. | 211,315 | $8.64M | $10.74M | - | $2.1M | 24.36% | +0.059% |
| BF-A Brown-Forman Corporation | 18,200 | $454,466.48 | $531,804 | - | $77,337.52 | 17.02% | +0.034% |
| BF-B Brown-Forman Corporation | 105,035 | $1.28M | $3.02M | - | $1.73M | 134.96% | -0.347% |
| BKNG Booking Holdings Inc. | 95,400 | $7.57M | $18.4M | - | $10.83M | 143.14% | -0.176% |
| BRK-A Berkshire Hathaway Inc. | 6 | $820,702 | $4.6M | - | $3.78M | 460.45% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 136,778 | $12.95M | $69.97M | - | $57.02M | 440.38% | +0.365% |
| BSX Boston Scientific Corporation | 10,509 | $168,154.49 | $491,085.57 | - | $322,931.08 | 192.04% | +1.587% |
| CAT Caterpillar Inc. | 400 | $229,148 | $325,924 | - | $96,776 | 42.23% | +0.701% |
| CB Chubb Limited | 1,027 | $178,163.96 | $360,148.35 | - | $181,984.39 | 102.14% | +0.151% |
| CHDN Churchill Downs Incorporated | 72,654 | $862,460.2 | $6.12M | - | $5.26M | 610.15% | +1.947% |
| CINF Cincinnati Financial Corporation | 3,000 | $80,339.1 | $533,039.97 | - | $452,700.87 | 563.49% | +1.688% |
| CL Colgate-Palmolive Company | 27,486 | $1.05M | $2.51M | - | $1.46M | 139.31% | -0.328% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Todd P. Lowe?
The largest contributions to the portfolio's profits come from the following stocks: WAG - $3.78B, KRFT - $3.56B, KFT - $3.28B, 718154107 - $1.99B, and ONE - $1.72B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PVN - $24.88B, NCC - $16.56B, 30231g102 - $11.19B, WAMUQ - $6.82B, and HPQ - $5.03B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd P. Lowe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $220.1M earned over time. The largest contributors to dividend income include General Electric Company - $35.72M, Procter & Gamble Co - $12.13M, American International Group Inc - $12.09M, Paychex Inc - $11.58M, and Johnson & Johnson - $11.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd P. Lowe's monthly returns?
Todd P. Lowe's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Todd P. Lowe's strategy be considered aggressive or moderate?
Todd P. Lowe's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Todd P. Lowe's strategy?
Todd P. Lowe's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
